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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
976
Sterling Investment Counsel
New York
$257K +$8.94K +54 +3%
CAM
977
Crestone Asset Management
Colorado
$253K +$264K +1,596 New
BWM
978
Benchmark Wealth Management
Connecticut
$253K
PFBT
979
Parkside Financial Bank & Trust
Missouri
$251K -$31K -187 -11%
HSBC Holdings
980
HSBC Holdings
United Kingdom
$251K
FA
981
Fortis Advisors
Pennsylvania
$250K +$1.32K +8 +0.5%
S
982
SignatureFD
Georgia
$248K -$24.5K -148 -9%
EK
983
Evensky & Katz
Florida
$246K -$3.97K -24 -2%
AIA
984
Avalon Investment & Advisory
Texas
$245K +$256K +1,546 New
WJWM
985
Williams Jones Wealth Management
New York
$245K +$256K +1,546 New
WAG
986
Winthrop Advisory Group
Massachusetts
$245K +$4.14K +25 +2%
ACM
987
Advance Capital Management
Michigan
$245K -$129K -779 -34%
SFC
988
Strategic Financial Concepts
Texas
$244K +$254K +1,537 New
HBW
989
Hazlett, Burt & Watson
West Virginia
$243K +$13.2K +80 +5%
CWP
990
Corepath Wealth Partners
Arizona
$240K
CT
991
Colonial Trust
South Carolina
$239K -$3.31K -20 -1%
SPWM
992
Schrum Private Wealth Management
Florida
$239K
SAM
993
Summit Asset Management
Tennessee
$238K
WF
994
WoodTrust Financial
Wisconsin
$238K +$14.2K +86 +6%
HF
995
HRT Financial
New York
$237K +$247K +1,493 New
TDC
996
Thompson Davis & Co
Virginia
$237K -$124K -749 -33%
RBFC
997
Roman Butler Fullerton & Co
Missouri
$237K -$9.27K -56 -4%
PG
998
Proffitt & Goodson
Tennessee
$235K
SAM
999
Secure Asset Management
Michigan
$234K +$7.28K +44 +3%
DCM
1000
DGS Capital Management
New Jersey
$232K +$11.4K +69 +5%